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20 results for “can i add a new relationship category”

Can I add, edit or delete a relationship type or category?When adding or editing a relationship, you can access the choices for the relationship type or category by clicking on <New/Edit> from…CRM – Relationships · 2 min read How do I create a new relationship?…ntry window. Rel5.png You can also add a new relationship from within a constituent's profile record by going to their Relationships tab and…CRM – Relationships · 3 min read Can I change the order that the relationship types or categories appear in the dropdown box?Yes. In the Relationship Type or Relationship Category field, click on the arrow inside the drop down box and click on <New/Edit> . Re…CRM – Relationships · 1 min read What is the difference between Relationship Type and Relationship Category?…Board Member You can customize the relationships types to include any combinations that are effective for your organization. Relationship Ca…CRM – Relationships · 1 min read How do I add, edit or delete a document category?…s under the Options tab. doc22.png Adding New Categories In the pop up window, click on +Add New Document Category. doc23.png In the dialog…CRM – Documents · 2 min read Adding the "Volunteer" constituent category…ou can Search values to see if the category is already on your list. If it is not yet available, click on +Add New to create it. In the new…CRM Module - Volunteer Features · 2 min read Can I add, edit or delete Constituent Categories?…lues in the search box - Click on +Add New to create a new category - Use the edit icon on the right side of a category to edit the name or…Constituent Profiles · 2 min read How do I add new constituent?A constituent can be added from the Constituents grid by clicking on +New. You can add a new: - Individual - an individual person (or couple…Managing Constituent Records · 2 min read How do I add a constituent to a category?You can add a constituent to a constituent category by opening their record and selecting the category in the white space under Category. If…Constituent Profiles · 1 min read How do I add new email recipients, contacts, or subscribers?…also use the +Recipient button to add recipients one at a time. Note this is only used for adding brand new constituents, not to assigning…Email Marketing Contacts - Email List Management · 4 min read How do I add a new choice in a dropdown box?…orner to show longer lists. Click +Add New to add a new value to the list. Click Update after you have added to value to add it to your list…Constituent Profiles · 3 min read Can I add a new pending type?Yes, you can add a new pending type when adding or editing a gift. Click on the up and down arrows of the drop-down box and click on . You c…Pending Gifts · 1 min read How do I add a new address?…d locate the Addresses section. To add a new address, click on +New . A new window will open allowing you to enter the address information.…Constituent Profiles · 2 min read Can I add new Groups from the Assignment Dashboard?…Grid there is a button called, " + Add Group ". This button will launch a dialog box that allows you to create a new group for that event. Y…Group Assignments · 1 min read How do I add a new email address?…email address, you can type in the new information and click Save to save the changes. For adding additional new email addresses, proceed to…Constituent Profiles · 1 min read How do I add a new phone number?…e to the Phones section. Click on +New to add a new number. In the new window enter the phone number and select the Phone Type. You can edit…Constituent Profiles · 1 min read How do I add a new row for a split gift?…e blue gift box icon. It will say “Add Split Gift” when you hover over it.…Split Gifts · 1 min read How do I add an employee to a company?…he Company dropdown box. This will add them as an employee on that company’s profile screen. It will also create a relationship on the Relat…Constituent Profiles · 1 min read Adding Household Members…ally click the “Save” or “Save And New” button to add this Constituent to the Household. Option 2 - On the Household's Relationship Tab With…Household Records · 5 min read How do I enter a new Time Tracking Record?On the Time Tracking grid, click +New and then Service to add a new record. On a constituent's Time Tracking tab, click on the Add Service b…CRM - Time Tracking · 2 min read